ScotiaMcLeod Certified Financial Planner - Saskatoon

Scotiabank; Saskatoon; On-site; CAD 70,000 - 90,000; Full time

Job summary

A leading financial institution is seeking a Certified Financial Planner in Saskatoon to support client financial planning needs. The ideal candidate will have a CFP designation with at least two years of experience, focusing on delivering Total Wealth Plans. This role offers a competitive compensation package, inclusive work environment, and opportunities for professional development.

Benefits

Competitive Compensation and Benefits

Pension Plan

Employee Share Ownership Plan

Annual incentive plans

Learning and Development opportunities

Qualifications

• CFP designation and at least 2 years of experience.
• Advanced skills in financial planning software for complex strategies.
• Experience in Total Wealth Planning engagement.

Responsibilities

• Support financial planning needs through deep discovery.
• Collaborate with a team to implement Total Wealth Strategies.
• Deliver client seminars on financial planning topics.

Skills

CFP designation

Financial planning software

Interpersonal skills

Verbal communication skills

Job description

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Requisition ID: 240309

As a cornerstone business within Scotia Wealth Management®, ScotiaMcLeod has earned a reputation for integrity based on service excellence and trusted investment advice. Our advisors and teams pride themselves on exploring innovative approaches to protecting and growing their clients' assets.

When you join ScotiaMcLeod, you’ll be empowered to deliver Enriched Thinking®, a unique approach that incorporates your client’s thinking, as well as our thinking, to drive results. You’ll work with a team of specialists to deliver a client-centric approach to wealth management, enabling you to consider all the facets of your client’s life, family and business. With a focus on total wealth planning, and wealth specialists to help you deliver on this unique value proposition, you’ll be enabling clients to see not just the big picture, but all the little ones too.

BRIEF INTRODUCTION

As a Certified Financial Planner ( Senior Financial Planning Associate), you will support an Advisor in Total Wealth Planning by preparing and delivering financial plans to clients.

IS THIS ROLE RIGHT FOR YOU

In the role you will:

• Support the financial planning needs of an Advisor’s clients through the process of deep discovery and creation and delivery of a Total Wealth Plan
• Support Advisor in implementation of Total Wealth Strategies in collaboration with Team of Specialists
• Champion a client focused culture to deepen client relationships
• Support Advisor in creating and delivering client seminars related to financial planning topics
• Maintain financial planning professional practice standards while staying current on all financial planning related topics

DO YOU HAVE THE SKILLS

We would love to work with you if you have:

• CFP designation and ≥ 2 years experience
• Advanced understanding of financial planning software; ability to model complex strategies
• Experience in Total Wealth Planning engagement from client discovery, plan preparation to presentation delivery
• Strong interpersonal and verbal communication skills

WHATS IN IT FOR YOU

Competitive Compensation and Benefits package including annual incentive plans, time off entitlements, Pension Plan, Employee Share Ownership Plan and favourable employee rates for employee banking

The opportunity to join a forward-thinking organization where you are surrounded by a collaborative team of innovative thinkers

An organization committed to making a difference in our communities– for you and our clients

An inclusive working environment that encourages creativity, curiosity and celebrates success

Learning and Development – via Scotia Academy, a virtual learning experience to upskill and develop your skills at work or from your personal device

#SWM #LI-Onsite

Location(s): Canada : Saskatchewan : Saskatoon

Scotiabank is a leading bank in the Americas. Guided by our purpose: "for every future", we help our customers, their families and their communities achieve success through a broad range of advice, products and services, including personal and commercial banking, wealth management and private banking, corporate and investment banking, and capital markets.

At Scotiabank, we value the unique skills and experiences each individual brings to the Bank, and are committed to creating and maintaining an inclusive and accessible environment for everyone. If you require accommodation (including, but not limited to, an accessible interview site, alternate format documents, ASL Interpreter, or Assistive Technology) during the recruitment and selection process, please let our Recruitment team know. If you require technical assistance, please click here . Candidates must apply directly online to be considered for this role. We thank all applicants for their interest in a career at Scotiabank; however, only those candidates who are selected for an interview will be contacted.